Wealth & Private Client Banking Advisor

Testing Site - JPMC; Hoschton (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader customers in a branch setting. You will manage the full banking relationship using an advice-based approach, aiming to grow balances and deepen loyalty.

You will collaborate with Private Client Advisors and other specialists to tailor solutions, educate clients, and ensure convenient access to accounts 24/7 via self-service options.

Qualifications

• Must have a history of growing client relationships and revenue.
• 1+ year experience in branch banking or similar financial services role.
• Excellent communication and teamwork abilities.
• Compliance with relevant banking regulations and licenses.

Responsibilities

• Manage banking relationships for Private Client clients with an advice-based approach.
• Coordinate with specialists to connect clients with experts for complex needs.
• Promote self-service options and accessibility for clients around the clock.
• Ensure adherence to bank policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales experience

Communication skills

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader customers in a branch setting. You will manage the full banking relationship using an advice-based approach, aiming to grow balances and deepen loyalty.

You will collaborate with Private Client Advisors and other specialists to tailor solutions, educate clients, and ensure convenient access to accounts 24/7 via self-service options.